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stock market up and down rollercoaster

Top 10 columns from 2020

From government benefits to 401(k)s, our experts covered the big topics

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Planning tips to engage women

Help allay clients' stress from Covid-19

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Facing uncertainty, advisors look to lower costs

At an event on Monday, advisors discussed portfolio construction

Idea
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Tips for client education

Instil confidence through financial knowledge

Justitia, the goddess of justice
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Don’t wait to disclose criminal charges

Delayed disclosure on Form F4 calls into question advisor integrity

The concept of logical thinking
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Design thinking for advisors

Too often, financial planning is viewed only as a math problem

senior couple analyzing home finances
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Retirement, business succession plans hit Covid-19 speedbump

Experts help this couple prepare for a sale and rethink retirement options

©Tiero / 123rfStockphoto
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Name that forecasting advantage

“Implicit egotism” refers to the way positive associations about ourselves influence important decisions

Nancy Wilson
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Client Confidential: Nancy Wilson

Canadian Women's Chamber of Commerce founder talks money

Summer landscape. Sky and green grass.
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How do you incorporate environmental, social and governance (ESG) investing into your practice?

Three advisors detail how they do it

stock market up and down rollercoaster
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What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

Canada Life wealth management
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What Canadians want to know about retirement

A new survey offers insight on what's important to potential clients

  • By: Staff
  • October 27, 2020 October 27, 2020
  • 13:26
Businessman has no money. Unemployed and bankrupt man looks into his empty wallet. Stress crisis, unemployed businessmen waiting for new job, recession situation and hopelessness (Businessman has no money. Unemployed and bankrupt man looks into his em
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Many worry about precarious finances amid second wave

A pair of surveys examined how Canadians are faring financially during the pandemic

Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

Salesforce Ventures invests in Hearsay

The partnership will help the firms track advisors' interactions with clients

Building a book post-pandemic

Advisors look to team high tech with human touch

As investor priorities shift during pandemic, advisors must follow

A survey found short-term planning is becoming more important

Are your clients prepared for home-related expenses?

Polls suggest Canadians could incur significant costs during Covid-19

  • By: Staff
  • October 22, 2020 October 22, 2020
  • 12:13

More clients want to age at home

A survey suggests the pandemic has influenced perceptions of long-term care

China’s growth picks up in Q3 as recovery takes hold

Retail sales finally returned to pre-virus levels

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

  • By: Staff
  • October 5, 2020 October 15, 2020
  • 11:41

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll